Finding the Right CRM for Your Business

These days, business technology is essential for any business to track and service their customers. A Customer Relations Management (CRM) system helps you organize your business information so that you can find it when you need it. From sales data to customer information, vendor lists and marketing plans, successful businesses need this streamlined approach to cut through the clutter and run efficient sales campaigns. However, there are many CRM products in the market, which one do you pick? Here are four steps we find necessary to finding the right CRM for our clients:

1. Know Exactly What a CRM Can Do

As the name suggests, CRMs were originally designed to help businesses build and maintain relations with new and existing customers. Today’s CRMs have grown into robust tools that help organizations with sales management, point-of-sale, marketing, accounting, and vendor data management. A CRM will help you find leads, follow up with prospects, and nurture them into buying customers. Beyond that, it also helps to cultivate customer loyalty.

2. Assess Your Needs for Customer Relations Management

CRM systems increase efficiency while streamlining processes, often leading to increased Return On Investment (ROI). You need a CRM if:

You need a robust contact management system – at its core, a CRM is all about keeping information from different sources in an organized manner so that it is easily available when needed.

You’re looking for an automated way to boost sales – the latest CRM systems can help with lead generation, prospect nurturing, email marketing, sales invoicing, order tracking, sales forecasting and so much more – all of which are be invaluable in sales and marketing.

You’re looking for an effective way to better customer support – since CRM tools store critical customer information such as purchase information, past interactions, personal data, and order information, your sales team will have a strong point of reference when providing customer support.

CRMs also help with:

Tracking leads and lead activity

Managing relationships

Organizing business operations

Increasing productivity

Increasing profitability.

3. Determine the Category of CRM you Need

There are at least four categories of Customer Relations Management software with each category boasting several competing providers. They are: small business, social, mobile, and enterprise CRMs.

Mobile CRM products, for instance, are excellent for industries where sales reps go to the clients – not the other way around. These CRMs incorporate geo-location features which help reps plan quickest routes between multiple contacts.

Small business CRMs, on the other hand, are designed specifically for niche markets with limited budgets. If you’re a small business, it’s important to choose a tool suited to small businesses.

4. Compare Products

The last step is to thoroughly assess the available CRM products in the category you’ve chosen and select the best from the lot. A few factors you need to consider when comparing CRMs include:

Implementation – how easy is it to deploy the system, including testing and user training?

User adoption – is your sales force receptive of the new platform?

Compatibility – can the CRM seamlessly interface with other applications you run (such as accounting software) without major adjustments?

Customizability – CRMs are created to perform a multitude of functions. Yet, everyone’s processes are different. Can you adjust the the one you're looking at to fit your processes?

By the time you’re through with the fourth step, you should be able to choose a CRM that best suits your business. Go ahead and deploy it and watch your business scale to new heights!

Written By Kevin Gray

Hello! I am the Sales Manager and one of the Senior IT Consultants @ EnvisionIT Solutions. I help our clients envision great technology solutions that help their businesses grow. Let me know if you have any questions. I am an avid outdoorsman who loves fly fishing and camping. I also love sports – soccer, basketball, football….